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Salesforce

2,940 hedge funds and large institutions have $249B invested in Salesforce in 2025 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,082 increasing their positions, 1,232 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 404 | Existing positions closed: 207

48% more funds holding in top 10

Funds holding in top 10: 4059 (+19)

39% more capital invested

Capital invested by funds: $180B → $249B (+$69.4B)

16% more call options, than puts

Call options by funds: $7.1B | Put options by funds: $6.12B

6.79% more ownership

Funds ownership: 79.61%86.41% (+6.8%)

5% more funds holding

Funds holding: 2,8052,940 (+135)

12% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,232

Holders
2,940
Holders Change
+135
Holders Change %
+4.81%
% of All Funds
35.77%
Holding in Top 10
59
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+47.5%
% of All Funds
0.72%
New
404
Increased
1,082
Reduced
1,232
Closed
207
Calls
$7.1B
Puts
$6.12B
Net Calls
+$975M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SHFG
1901
S Harris Financial Group
Texas
$636K +$597K +2,401 New
FNB
1902
Farmers National Bank
Kentucky
$636K +$303K +1,221 +104%
CWM
1903
Cabot Wealth Management
Massachusetts
$635K -$68.6K -276 -10%
Fayez Sarofim & Co
1904
Fayez Sarofim & Co
Texas
$634K -$83.7K -337 -12%
TWM
1905
Tortuga Wealth Management
California
$633K +$594K +2,389 New
Kayne Anderson Rudnick Investment Management
1906
Kayne Anderson Rudnick Investment Management
California
$631K -$2.24K -9 -0.4%
DWM
1907
Destination Wealth Management
California
$629K +$341K +1,371 +136%
MAM
1908
MMA Asset Management
Pennsylvania
$625K +$586K +2,359 New
NI
1909
Natural Investments
California
$622K +$46K +185 +9%
PTP
1910
Platform Technology Partners
New York
$621K -$75.8K -305 -12%
LIM
1911
Leavell Investment Management
Alabama
$621K +$34.5K +139 +6%
CCAM
1912
Cascades Capital Asset Management
North Carolina
$618K +$165K +663 +40%
CAI
1913
Capital Advisors Inc
Oklahoma
$617K +$579K +2,328 New
AWA
1914
AGH Wealth Advisors
Kansas
$617K -$76K -306 -12%
LOIM
1915
Liberty One Investment Management
Illinois
$613K -$491K -1,975 -46%
ACM
1916
AlphaStar Capital Management
North Carolina
$610K -$4.46M -17,957 -89%
TWM
1917
Trueblood Wealth Management
Ohio
$609K -$2.48K -10 -0.4%
AWE
1918
Avidian Wealth Enterprises
Texas
$609K -$3.23K -13 -0.6%
GSIAS
1919
Garden State Investment Advisory Services
New Jersey
$609K -$215K -867 -27%
FFA
1920
Founders Financial Alliance
North Carolina
$608K -$4.72K -19 -0.8%
AHL
1921
Abel Hall LLC
Louisiana
$608K +$340K +1,367 +147%
SCI
1922
Silver Coast Investments
United States
$606K +$10.2K +41 +2%
VCA
1923
Verdence Capital Advisors
Maryland
$606K -$39.8K -160 -7%
CWM
1924
Connecticut Wealth Management
Connecticut
$605K -$358K -1,442 -39%
S
1925
Sunpointe
Missouri
$605K +$65.9K +265 +13%